Document Management Using WebSphere Portal V5.0.2 and DB2 Content Manager V8.2

Document Management Using WebSphere Portal V5.0.2 and DB2 Content Manager V8.2

by John Ganci, Leonard Fox, James Hutton, Thomas Jensen, Andrzej Stec, Eric Zhang
Released October 2004
Publisher(s): IBM Redbooks
ISBN: None

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Book description

This IBM Redbooks publication and sample code provide IT Architects, IT Specialists, and Developers with the critical knowledge to design, develop, deploy, and manage a portal based document management system using IBM WebSphere Portal V5.0.2 and IBM DB2 Content Manager V8.2.

In Part 1, “Introduction to document management”, we introduce key concepts of a document management system and highlight the solution software products and versions. Next we take an in-depth look into the architecture and design guidelines for the runtime and development environment topologies, application architecture, data model, workflow, authentication and authorization.

In Part 2, “Portal document management solution”, we provide an end-to-end working example including requirements and solution design, runtime and development environment implementation, application and data model design and development, application deployment, and administration.

The appendices contain additional information, among which is a description of several out of the box alternatives for portal based document management using WebSphere Portal and DB2 Content Manager.

Please note that the additional material referenced in the text is not available from IBM.

Table of contents

  1. Notices
    1. Trademarks
  2. Preface
    1. The team that wrote this redbook
    2. Become a published author
    3. Comments welcome
  3. Part 1: Introduction to document management
    1. Chapter 1: Introduction
      1. Document management overview and concepts (1/2)
      2. Document management overview and concepts (2/2)
        1. Digital asset types
        2. Digital media lifecycle
        3. Key features of a document management system
        4. IBM WebSphere Portal overview
        5. IBM DB2 Content Manager overview
        6. Technology options for document management
      3. Managing content in the employee workplace (1/2)
      4. Managing content in the employee workplace (2/2)
        1. Employee workplace scenario
        2. Employee workplace business problems and objective
        3. Employee workplace solution benefits
        4. Where to find more information
      5. Solution software products and levels
        1. Runtime environment solution software
        2. Development environment solution software
      6. Target audience (1/2)
      7. Target audience (2/2)
        1. Roles and skills
        2. Matching redbook topics to roles and skills
    2. Chapter 2: Architecture guidelines and technology options
      1. Operational modeling guidelines (1/3)
      2. Operational modeling guidelines (2/3)
      3. Operational modeling guidelines (3/3)
        1. Application architecture components
        2. Product mapping
        3. Runtime environment topologies
        4. Development environment topologies
      4. Application architecture guidelines (1/2)
      5. Application architecture guidelines (2/2)
        1. Guidelines for non-functional requirements
        2. Object retrieval from DB2 Content Manager
        3. Capture
        4. Retrieval
        5. Search
        6. Portlet application structure
      6. Data model (1/4)
      7. Data model (2/4)
      8. Data model (3/4)
      9. Data model (4/4)
        1. Attribute
        2. Attribute group
        3. Components
        4. Item type
        5. Item type subset
        6. Semantic type
        7. References
        8. Links
        9. Foreign key
        10. Objects
        11. Text search
        12. Design your data model using the building blocks
        13. Integrate a Content Manager data model with a Portal
      10. Workflow (1/2)
      11. Workflow (2/2)
        1. DB2 Content Manager Workflow
        2. DB2 Content Manager Advanced Workflow
        3. WebSphere MQ Workflow
        4. WebSphere Portal Document Manager workflow
        5. Business Process Choreographer
        6. Lotus Workflow
      12. Authentication (1/2)
      13. Authentication (2/2)
        1. WebSphere Portal authentication
        2. DB2 Content Manager authentication
        3. Integration and single sign-on (SSO) guidelines
      14. Authorization (1/2)
      15. Authorization (2/2)
        1. WebSphere Portal authorization
        2. DB2 Content Manager authorization
        3. Tivoli Access Manager authorization
  4. Part 2: Portal document management solution
    1. Chapter 3: Requirements analysis and solution design
      1. Business scenario
        1. Initial context
        2. Business challenges
      2. Business requirements
        1. Functional requirements
        2. Non-functional requirements
      3. Use case model (1/3)
      4. Use case model (2/3)
      5. Use case model (3/3)
        1. Use case overview
        2. Front-end use cases
        3. Administrative use cases
      6. Solution design (1/2)
      7. Solution design (2/2)
        1. Component architecture
        2. Architectural decisions
        3. Selected runtime topology
        4. Selected development topology
    2. Chapter 4: Runtime environment installation
      1. Planning and scenario overview
        1. Scenario overview
        2. Hardware and software prerequisites
        3. Hardware used within the ITSO runtime environment
        4. Software used within the ITSO runtime environment
        5. Software installation paths and variables
      2. Implement the Directory Server node (1/4)
      3. Implement the Directory Server node (2/4)
      4. Implement the Directory Server node (3/4)
      5. Implement the Directory Server node (4/4)
        1. Windows 2000 Server installation
        2. DB2 Universal Database installation
        3. WebSphere Application Server installation
        4. IBM GSKit installation
        5. Tivoli Directory Server installation
        6. Tivoli Directory Server configuration
        7. Tivoli Web Administration Tool configuration
      6. Implement the Library Server node (1/4)
      7. Implement the Library Server node (2/4)
      8. Implement the Library Server node (3/4)
      9. Implement the Library Server node (4/4)
        1. Windows 2000 Server installation
        2. DB2 Universal Database installation
        3. DB2 Net Search Extender installation (optional)
        4. Microsoft Visual C++ installation
        5. Create user IDs with privileges for DB2 Content Manager
        6. Remove environment variable
        7. DB2 Content Manager Library Server installation
        8. DB2 Content Manager Library Manager verification
        9. DB2 Content Manager V8.2 Fixpack 6 installation
      10. Implement the Resource Manager node (1/3)
      11. Implement the Resource Manager node (2/3)
      12. Implement the Resource Manager node (3/3)
        1. Windows 2000 Server installation
        2. DB2 Universal Database installation
        3. WebSphere Application Server installation
        4. IBM HTTP Server SSL configuration
        5. WebSphere Application Server configuration
        6. Create user IDs with rights and privileges for Content Manager
        7. DB2 Content Manager Resource Manager installation
        8. DB2 Content Manager verification
        9. DB2 Content Manager V8.2 Fixpack 6 installation
      13. Implement the Portal Server node (1/8)
      14. Implement the Portal Server node (2/8)
      15. Implement the Portal Server node (3/8)
      16. Implement the Portal Server node (4/8)
      17. Implement the Portal Server node (5/8)
      18. Implement the Portal Server node (6/8)
      19. Implement the Portal Server node (7/8)
      20. Implement the Portal Server node (8/8)
        1. Windows 2000 Server installation
        2. WebSphere Portal Server V5.0 installation
        3. WebSphere Application Server Enterprise V5 Fixpack 2 install
        4. WebSphere Application Server V5.0.2 Fixes installation
        5. WebSphere Portal V5 Fixpack 2 (V5.0.2) installation
        6. WebSphere Application Server Enterprise V5.0.2 Cumulative Fix (V5.0.2.3) installation
        7. WebSphere Portal V5.0.2 Cumulative Fix 1 (V5.0.2.1) installation
        8. DB2 UDB installation
        9. DB2 UDB Client configuration to DB2 Content Manager node
        10. DB2 Information Integrator for Content installation
      21. Install DB2 Content Manager Client
    3. Chapter 5: Runtime environment configuration
      1. Configure WebSphere Portal for DB2
      2. Configure WebSphere Portal for IBM HTTP Server
      3. Configure WebSphere Portal for LDAP (1/2)
      4. Configure WebSphere Portal for LDAP (2/2)
        1. Create a suffix
        2. Create LDIF file containing users and groups
        3. Import the LDIF file (wp-itso.ldif) to create users and groups
        4. Enable LDAP security for WebSphere Portal
        5. Verify the LDAP configuration
      5. Configure DB2 Content Manager for LDAP (1/2)
      6. Configure DB2 Content Manager for LDAP (2/2)
        1. Prerequisite software for LDAP user authentication
        2. Backup the DB2 Content Manager databases
        3. Generate the cmbcmenv.properties file
        4. Copy the cmbcmenv.properties file
        5. Copy the icmxlslg.dll (user exit)
        6. Enable trusted logons for Library Server
        7. Create the ClientUserEditSSO privilege set
        8. Set UserDB2TrustedConnect privilege set for ICMCONCT user
        9. Configure LDAP User Import Scheduler
        10. Verify the DB2 Content Manager LDAP configuration
      7. SSL for LDAP server communication
    4. Chapter 6: Application deployment to the runtime environment
      1. Application deployment overview
      2. Prerequisites
        1. Runtime environment installed and configured
        2. Start the servers on runtime nodes
        3. ITSO sample code download and unpack
      3. Application configuration
        1. Add EIP library to Web archive
        2. Modify the ICMInfo.properties
      4. User and group creation
        1. Import users and groups into LDAP directory via ldif file
        2. Import users and groups into DB2 Content Manager
      5. DB2 Content Manager application deployment
        1. Define the access control permissions
        2. Define the data model
        3. Define the workflow
      6. WebSphere Portal application deployment (1/3)
      7. WebSphere Portal application deployment (2/3)
      8. WebSphere Portal application deployment (3/3)
        1. Add Content Manager common directory to Portal classpath
        2. Install the ITSO document management portlets
        3. Create portal pages
        4. Add portlets to pages
        5. Assign portal resource permissions
      9. Verify the ITSO working example application
    5. Chapter 7: Development environment installation
      1. Planning
        1. Architecture overview
        2. Hardware used within the ITSO development environment
        3. Software used within the ITSO development environment
      2. Implement the Code Repository node (optional)
      3. Implement the Document Management node
        1. Windows 2000 Server installation
        2. DB2 Universal Database installation
        3. WebSphere Application Server installation
        4. IBM HTTP Server SSL configuration
        5. DB2 Net Search Extender installation (optional)
        6. Microsoft Visual C++ installation
        7. Create user IDs with privileges for DB2 Content Manager
        8. Remove environment variable
        9. DB2 Content Manager installation
        10. DB2 Content Manager verification
        11. DB2 Content Manager V8.2 Fixpack 6 installation
        12. IBM GSKit installation
        13. Tivoli Directory Server installation
        14. Tivoli Directory Server configuration
        15. Tivoli Web Administration Tool configuration
        16. Backup DB2 Content Manager databases
      4. Implement the Developer node (1/4)
      5. Implement the Developer node (2/4)
      6. Implement the Developer node (3/4)
      7. Implement the Developer node (4/4)
        1. Windows installation
        2. WebSphere Studio Application Developer V5.1.1 installation
        3. WebSphere Studio V5.1.1 Interim Fix 002 installation
        4. WebSphere Studio - Test Environment fixpack installation
        5. WebSphere Portal Toolkit and Test Environment installation
        6. Verify the Portal Toolkit and Test Environment installation
        7. CVS client configuration for WebSphere Studio (optional)
        8. DB2 Universal Database installation
        9. DB2 UDB Client configuration to DB2 Content Manager
        10. DB2 Information Integrator for Content installation
        11. Install DB2 Content Manager Client
      8. Configure the Developer node for LDAP (1/2)
      9. Configure the Developer node for LDAP (2/2)
        1. Create a suffix
        2. Import the LDIF file (wp-itso.ldif) to create users and groups
        3. Enable LDAP security for WebSphere Portal
        4. Stop and start servers in the Test Environment
        5. Verify the LDAP configuration
      10. Configure DB2 Content Manager for LDAP
      11. Implement the Portal Server node (optional)
    6. Chapter 8: Workbench preparation for application development
      1. ITSO sample code download and unpack
      2. Workbench preparation for DB2 Content Manager
        1. Download and unpack the sample code
        2. Create the pdm_cmsetup project
        3. Import source code into pdm_cmsetup project
        4. Add shared libraries to Java build path
      3. Workbench preparation for WebSphere Portal
        1. Download and unpack the sample code
        2. Create the DocManagement project
        3. Import source code into DocManagement project
        4. Add shared libraries to Java build path
      4. Configure application for Portal Test Environment
        1. Modify the ICMInfo.properties
        2. User and group creation
        3. DB2 Content Manager application deployment
        4. Application deployment to local Portal Test Environment
      5. Application deployment to team Portal Server node
      6. Team development with CVS
        1. Prerequisites for using CVS
        2. Initially sharing the project with other developers
        3. Import the sample projects from CVS
    7. Chapter 9: Data model and workflow development
      1. Data model and workflow overview
        1. Prepare for development
        2. Directories, models and programs
      2. Develop the data model
        1. Create attributes
        2. Create item types
      3. Create users, groups, and access control lists (1/2)
      4. Create users, groups, and access control lists (2/2)
        1. Create users
        2. Create groups
        3. Create ACLs
      5. Develop the workflow (1/5)
      6. Develop the workflow (2/5)
      7. Develop the workflow (3/5)
      8. Develop the workflow (4/5)
      9. Develop the workflow (5/5)
        1. DB2 Content Manager process definition
        2. Create work nodes
        3. Create a process definition
        4. Create worklists
    8. Chapter 10: Portlet application development
      1. Portlet design
      2. Key concepts of the ICM Connector API
        1. Dynamic Data Objects (DDOs)
        2. Extended Data Objects (XDOs)
      3. ITSO working example portlets (1/2)
      4. ITSO working example portlets (2/2)
        1. Prepare workbench for development
        2. Assign Research Reports portlet
        3. Task List portlet
        4. Task Processing portlet
        5. My Documents portlet
        6. Versioning portlet
        7. Document Details portlet
        8. All Published Documents portlet
      5. Authentication (1/2)
      6. Authentication (2/2)
        1. Shared user registry
        2. WebSphere Portal Credential Vault
        3. Using the Credential Vault
        4. LTPA Tokens
      7. Debugging the portlet application
    9. Chapter 11: Application walkthrough
      1. Add ITSO provided theme
      2. Supervisor assigns report to researcher group
      3. Researcher accepts and enters report content
      4. Researcher submits report for peer review
      5. Researcher adds comments for review complete
      6. Supervisor approves and submits to legal
      7. Legal approves and submits for publishing
      8. Publisher approves and publishes the report
    10. Chapter 12: User management
      1. User repositories
        1. Shared user repository implementation
        2. Separate user repository implementation
      2. Authentication mechanisms
        1. Tactical authentication
        2. Single sign-on domain
      3. Authorization models
        1. User authorization model
        2. Group authorization model
      4. User provisioning
        1. ITSO example maintenance
  5. Part 3: Appendixes
    1. Appendix A: DB2 Content Manager Client for Windows installation
      1. DB2 Content Manager Client implementation
      2. Windows Installation
      3. DB2 UDB client installation
      4. IBM DB2 Content Manager Client for Windows installation
      5. DB2 Content Manager Client V8.2 Fixpack 6 installation
      6. DB2 Content Manager Client verification
    2. Appendix B: DB2 Universal Database tips
      1. DB2 authorities and privileges overview
      2. Authorities
      3. Privileges
      4. DB2 backup and restore
      5. Backup a DB2 database
      6. Restore a DB2 database
      7. DB2 commands
      8. Create a database
      9. List databases
      10. Drop a database
      11. Catalog a TCP/IP node
      12. Attach to a remote node
      13. Catalog a remote database
      14. Connect to a remote database
      15. Disconnect from a remote database
    3. Appendix C: Administration tools and tasks
      1. WebSphere Portal administration
      2. WebSphere Portal - Web administration
      3. WebSphere Portal - XMLAccess
      4. WebSphere Application Server - Administrative Console
      5. WebSphere Application Server - scripting program
      6. WebSphere Application Server - command line tools
      7. DB2 Content Manager administration
      8. DB2 Content Manager System Administration Client
      9. DB2 Content Manager Client for Windows
      10. Tivoli Directory Server administration
      11. Tivoli Directory Server processes
      12. Tivoli Directory Server - Configuration Tool (ldapxcfg)
      13. Tivoli Directory Server - Web Administration Tool
      14. Tivoli Directory Server - command line utilities
    4. Appendix D: CVS configuration
      1. CVS overview
      2. CVSNT Server implementation
      3. CVS Server installation
      4. CVS Server repository configuration
      5. Create CVS users
      6. CVS Client configuration for WebSphere Studio
      7. Set CVS DTD file extension to ASCII
      8. Label decorations for CVS (optional)
      9. Setting up the repository location
    5. Appendix E: Alternative portlets for document management
      1. Portlet for IBM DB2 Content Manager V8.2
      2. Where to get it
      3. Requirements
      4. Setup
      5. Search and retrieve
      6. New Folder
      7. Import
      8. Export
      9. Portlet options
      10. Summary
      11. Further Reading on the Portlet for IBM DB2 Content Manager V8.2
      12. IBM EIP Search Version V8.1
      13. Where to download
      14. Setup
      15. Using EIP Search
      16. Summary
      17. Further reading on IBM EIP Search Version 8.1
      18. Portal Document Manager
      19. Configuration
      20. Functional overview
      21. Access control
      22. Document storage
      23. Summary
      24. Further reading on Portal Document Manager
    6. Appendix F: Additional material
      1. Locating the Web material
      2. Using the Web material
      3. 6349System requirements for downloading the Web material
      4. How to use the Web material
      5. Description of sample code
  6. Related publications
    1. IBM Redbooks
    2. Other publications
    3. Online resources
    4. How to get IBM Redbooks
    5. Help from IBM
  7. Index (1/3)
  8. Index (2/3)
  9. Index (3/3)
  10. Back cover

Product information

  • Title: Document Management Using WebSphere Portal V5.0.2 and DB2 Content Manager V8.2
  • Author(s): John Ganci, Leonard Fox, James Hutton, Thomas Jensen, Andrzej Stec, Eric Zhang
  • Release date: October 2004
  • Publisher(s): IBM Redbooks
  • ISBN: None